Crmble for Trello Tutorial: Effortlessly Create Deals in Bulk from Your Contacts

Описание: Welcome to another Crmble tutorial! 🚀 Today, we'll show you how to create deals in bulk from your contacts, a feature designed to save you time and enhance your efficiency.

To learn how to import contacts first, please watch:
   • Importing contacts into Crmble for Trello  

In this video, you will learn:

Navigating the Contact Table View: How to access and utilize the contact table view in Crmble.
Filtering Your Contacts: Tips for using search fields to narrow down your selection based on geographic zones, tags, areas, or creation date ranges.
Creating Deals in Bulk: Step-by-step guide to selecting your contacts, using the "Actions" button, and choosing the “Create Deals” option.
Mapping Contact Fields: Ensuring all relevant details and information are included in your new deal cards.
Assigning Members and Labels: Adding a personal touch to your deals by assigning members or labels.
Predefining Deal Data: Keeping your deals consistent and ready to go with predefined data.
Finalizing the Process: Completing the bulk deal creation process in just a few clicks.

Steps Recap:

1. Navigate to the contact table view.
2. Use the search fields to filter your contacts.
3. Select your desired contacts and click the "Actions" button.
4. Choose the “Create Deals” option.
5. Map the contact fields to your new deal cards.
6. Assign members or labels and predefine deal data.
7. Click “Continue” to finalize the process.

By the end of this tutorial, you’ll have multiple new deal cards ready on your Trello board to start you communication and keep track of your sales workflow.

For more detailed instructions on other tools and features use the links below:
Edit contacts in bulk - https://crmble.com/trello/blog/crmble...
Add products to your deals - https://crmble.com/trello/blog/crmble...

For any additional questions, please use our support chat by visiting https://crmble.com/trello or by opening Crmble's main menu on your Trello board.

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See you in the next tutorial! 👋

#Crmble #BulkDeals #SalesEfficiency #Tutorial #CRM #ContactManagement